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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-03 |
Branch Locations
1117 S 10Th St, Manitowoc, WI 54220 • United States
2122 Superior Ave, Sheboygan, WI 53081 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | South Jordan | UT | 09/2012 | 06/2024 |
| Rc Willey | West Jordan | UT | 06/2013 | 08/2024 |
| Transamerica Financial Advisors, Inc | South Jordan | UT | 07/2014 | 06/2024 |
| Red Balloon Toy Store | Sandy | UT | 09/2015 | 02/2023 |
| Reagan Outdoor Advertising | Salt Lake City | UT | 08/2024 | 12/2024 |
| Jared Galleria Of Jewelry | Murray | UT | 12/2024 | 01/2025 |
| Wells Fargo Bank | Appleton | WI | 01/2025 | 10/2025 |
| Unitedone Credit Union | Manitowoc | WI | 11/2025 | Present |
| Lpl Financial Llc | Manitowoc | WI | 11/2025 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name UnitedOne Retirement & Investment Services - Investment Related - At Reported Business Location (s) - 10/2025"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-09 |
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